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iShares Agency Bond ETF

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147152 (+5)

2.68% more ownership

Funds ownership: 51.8%54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
126
Fieldpoint Private Securities
Connecticut
$44K
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K
MHR
128
Matthew Hamilton Rosenberg
$43K +$43.1K +362 New
JP Morgan Chase
129
JP Morgan Chase
New York
$41K
FFA
130
Founders Financial Alliance
North Carolina
$36K -$5.35K -45 -13%
SIS
131
Sound Income Strategies
Florida
$33K
AWM
132
Accel Wealth Management
Iowa
$32K
GRP
133
Global Retirement Partners
California
$31K +$2.5K +21 +9%
CHA
134
Carmichael Hill & Associates
Maryland
$30K
CFD
135
Creative Financial Designs
Indiana
$28K +$28.6K +240 New
KFS
136
Kelly Financial Services
Massachusetts
$26.5K -$4.13M -34,687 -99%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$22K +$11.2K +94 +98%
GEA
138
Glen Eagle Advisors
New Jersey
$20.4K
RTL
139
Red Tortoise LLC
Georgia
$17K +$18.8K +158 New
IRC
140
Investors Research Corp
Georgia
$16K
ME
141
McIlrath & Eck
Washington
$16K
ACM
142
Antonetti Capital Management
Florida
$15K +$15K +126 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$12K -$3.45K -29 -22%
JPLA
144
Joseph P. Lucia & Associates
New York
$9K
IAS
145
IMA Advisory Services
Colorado
$6K
SPIA
146
Steward Partners Investment Advisory
New York
$4K -$35.5K -298 -90%
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$4K
COCM
148
Charter Oak Capital Management
New Hampshire
$3K
BFC
149
Bedel Financial Consulting
Indiana
$2K
IF
150
Ironwood Financial
Arizona
$1K